Michael WithamCRD Number: 6494196
Current Firm: Level 5 Financial, LLC
Michael Witham (CRD# 6494196) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.
Accelerated Wealth Advisors LLC
T. Rowe Price Advisory Services, Inc.
Adelmann Financial, Inc.
|Level 5 Financial, LLC||Colorado Springs, CO||Feb 2021 - Current||< 1|
|Pfs Investments Inc.||Colorado Springs, CO||Oct 2015 - Current||5|
|Primerica Financial Services||Colorado Springs, CO||Mar 2015 - Current||6|
|Fort Carson Fire||Fort Carson, CO||Apr 2002 - Current||19|
|Primerica||Colorado Springs, CO||Jun 2015 - Feb 2021||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2019|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Total Assets Under Management47MILLIONS
Total Number of Accounts232ACCOUNTS
Average Account Value$200,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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